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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Crowley Wealth Management
Delaware
-$3.3K -110 Closed
KHC
777
Koesten Hirschmann & Crabtree
Kansas
-$2.28K -76 Closed
SAS
778
Spurstone Advisory Services
Connecticut
-$2.25K -75 Closed
MHIP
779
Mountain Hill Investment Partners
New Jersey
-$1.95K -65 Closed
CT
780
Caldwell Trust
Florida
-$1.8K -60 Closed
HWA
781
Heartwood Wealth Advisors
Virginia
-$1.71K -57 Closed
PAM
782
Palisade Asset Management
Minnesota
-$1.5K -50 Closed
IWM
783
IMG Wealth Management
Florida
-$1.38K -46 Closed
BP
784
BNP Paribas
France
-$1.08K -36 Closed
KFP
785
Keener Financial Planning
Texas
-$1K -34 Closed
CVM
786
Cheviot Value Management
California
-$923 -32 Closed
CHC
787
City Holding Co
West Virginia
-$600 -20 Closed
CFO
788
CVA Family Office
Colorado
-$511 -17 Closed
NC
789
North Capital
Utah
-$330 -11 Closed
NCM
790
Northwest Capital Management
Oregon
-$330 -11 Closed
FLFS
791
Family Legacy Financial Solutions
North Carolina
-$300 -10 Closed
MSG
792
Main Street Group
Virginia
-$300 -10 Closed
GFWA
793
Grey Fox Wealth Advisors
Delaware
-$180 -6 Closed
GF
794
GGM Financials
Ohio
-$150 -5 Closed
TFA
795
Transamerica Financial Advisors
Florida
-$60 -2 Closed
IIM
796
IFC & Insurance Marketing
California
+$81 +3 New
PJC
797
Phillip James Consulting
Minnesota
+$542 +20 New